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Our Process

Banna Financial Advisors’ comprehensive process entails gaining a deeper understanding of your present personal and financial situation and future goals. We begin with discussions and requests for documents to gain the broader picture and develop a deeper understanding of where you’ve been, your current situation and what you want your future to look like in terms of your goals. No fact is too small or inconsequential in our discussions. Seemingly small details uncovered can yield in results significantly impacting your finances. Our goal is to assist you in reaching your ultimate goals. We are invested in your journey.

We would love to hear from you

Call, write, send an email, or stop by.
Need a hand with managing your investment portfolio, putting together a financial plan, defining your insurance needs or where to find the best hiking trails?
No matter the question, we’ve got the answer for you, or we’ll certainly try to find one.

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*Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor. Emails related to those services should be directed to jamison@bannafinancial.com.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.